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Fiduciary Alliance LLC
Fiduciary Alliance LLC is an investment adviser firm headquartered in Greenville, South Carolina. The firm provides comprehensive investment advisory services through a team of 28 skilled professionals, including 20 investment professionals, serving a diverse client base. It supports both breakaway advisors and independent advisors, offering flexible platforms aimed at helping advisors scale and grow their practices. The firm operates with multiple offices nationwide and focuses on delivering high-level client service through strategic technology relationships.
Investment Strategy
Fiduciary Alliance LLC offers turnkey platforms for independent and breakaway advisors, focusing on customizable investment management while leveraging strategic technology and custodial partnerships. They offer administrative help, parallel portfolios, and operational support so advisors can focus on client service and practice growth. Their diversified portfolios, as evident from holdings in leading blue-chip stocks and ETFs, highlight an emphasis on broad market exposure, risk management, and portfolio flexibility for clients.
Latest 13F Filing Activity
Fiduciary Alliance LLC filed their most recent 13F report on Sep 30, 2025 disclosing 490 equity positions and 6 options positions with a total 13F market value of $1B. The fund increased holdings in Apple, Alibaba Group HLDG LTD Sponsored Ads, Cooper STD HLDGS Inc. Com among other positions. Fiduciary Alliance LLC reduced exposure to Intuitive Surgical, Allstate, Disney among others.
Top Holdings
Equity Positions (490)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple | 4.20% | $62.6M | 246,042 | $172.18 | $254.63 | +$12.2M |
M MSFT | Microsoft | 4.14% | $61.7M | 119,188 | $323.43 | $517.95 | +$1.5M |
S SPY | SPDR S&P 500 ETF TRUST | 3.70% | $55.2M | 82,929 | $474.35 | $666.18 | +$5.3M |
J JPM | JPMorgan Chase | 2.90% | $43.2M | 137,046 | $166.84 | $315.43 | +$782.8K |
N NVDA | NVIDIA CORPORATION COM | 2.56% | $38.2M | 204,546 | $73.79 | $186.58 | +$5.3M |
Options Positions (6)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
G GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | New | Call | $111.4K | 185 | $6.02 | $6.02 | +185 | +$111.4K |
S SLV | ISHARES SILVER TRUST | New | Call | $72.0K | 17 | $42.37 | $42.37 | +17 | +$72.0K |
B BBAI | BIGBEAR AI HLDGS INC COM | New | Call | $42.4K | 65 | $6.52 | $6.52 | +65 | +$42.4K |
O OSCR | OSCAR HEALTH INC CL A | New | Call | $41.6K | 22 | $18.93 | $18.93 | +22 | +$41.6K |
B BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | New | Call | $41.5K | 8 | $51.93 | $51.93 | +8 | +$41.5K |
Industry Allocation
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